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29 Lasalle Parkway, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fingerlakes Financial Services, Inc. | Victor | NY | 04/1996 | Present |
| H. Beck, Inc. | Rockville | MD | 01/2012 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Flfs Advisory Llc | Victor | NY | 04/2025 | Present |
| Lpl Financial Llc | Victor | NY | 05/2025 | Present |
1- 05/2025 - Finger Lakes Financial Services, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/02/1996 - 160 hours per month/ during trading 2- 05/2025 - Angela M. Babcock - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/18/2021 - 1 hour per month/ during trading 3- 05/2025 - Angela M. Babcock - Notary - Investment Related - At Reported Business Location(s) - Start Date 02/01/2021 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-01 |
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